HYA Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

HYA Advisors’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$536K	Sell	3,578 -123	-3%	-$20.2K	0.21%	66
2022 Q1	$651K	Buy	3,701 +9	+0.2%	+$1.56K	0.23%	66
2021 Q4	$660K	Sell	3,692 -434	-11%	-$77.2K	0.24%	64
2021 Q3	$713K	Buy	4,126 +98	+2%	+$16.8K	0.29%	57
2021 Q2	$699K	Sell	4,028 -504	-11%	-$87.3K	0.29%	55
2021 Q1	$751K	Sell	4,532 -55	-1%	-$8.66K	0.35%	52
2020 Q4	$652K	Buy	4,587 +18	+0.4%	+$2.32K	0.35%	52
2020 Q3	$505K	Buy	4,569 +16	+0.4%	+$1.79K	0.3%	56
2020 Q2	$487K	Buy	4,553 +13	+0.3%	+$1.3K	0.32%	54
2020 Q1	$403K	Buy	4,540 +1,154	+34%	+$140K	0.33%	58
2019 Q4	$464K	Buy	+3,386	New	+$449K	0.3%	64

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HYA Advisors's VBR Position: Q2 2022 in Review

HYA Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 3.3% in Q2 2022, selling an estimated $20.2K and leaving 3,578 shares worth $536K. The position accounts for 0.21% of the portfolio, ranked #66.

HYA Advisors first reported a position in VBR in Q4 2019 and has held it in 11 quarters since. The position peaked at $751K in Q1 2021. 1,136 funds tracked by Wall St. Rank hold VBR as of Q2 2022.

HYA Advisors held 3,578 shares of Vanguard Small-Cap Value ETF worth $536K as of Q2 2022.
HYA Advisors sold 123 Vanguard Small-Cap Value ETF shares in Q2 2022, an estimated $20.2K.
Vanguard Small-Cap Value ETF made up 0.21% of HYA Advisors's portfolio in Q2 2022, its #66 holding.
HYA Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's Vanguard Small-Cap Value ETF position peaked at $751K in Q1 2021.
1,136 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.